See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,987 | $62,928-85.7% | $172,739-94.8% | $67,579-86.7% |
| Participation rate | 91.5% | 64.5%+27.1pp | 82.6%+8.9pp | 71.3%+20.3pp |
| Annual return | 17.46% | 30.36%-12.9pp | 802.84%-785.4pp | 378.56%-361.1pp |
| Employer contribution / active EE | $933 | $1,636-43.0% | $5,143-81.9% | $2,148-56.6% |
| Participant deferral / active EE | $1,482 | $2,145-30.9% | $5,198-71.5% | $3,539-58.1% |
| Admin fee / account holder | $9 | $167-94.4% | $13,954-99.9% | $142-93.4% |